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Challenge

Configuring rule resolution

4 Tasks

25 mins

Visible to all users
Beginner Pega Platform 8.2 English

Scenario

Human Resources (HR) business partners create benefits enrollment and employee evaluation cases on behalf of TGB employees. To ensure that each case is created for the appropriate employee, HR business partners have asked that the employee information header area for each case type match the header used for Onboarding cases.

The following table provides the credentials you need to complete the exercise.

Role Operator ID Password
Senior System Architect SSA@TGB rules

Your assignment

Save a copy of the EmployeeInformation section from the Onboarding case type to the class group (TGB-HRApps-Work) and add it to the HRApps:01-01-02 ruleset.

Before you begin this exercise, complete the exercise Creating new application rulesets to lock the HRApps:01-01-01 ruleset and create the HRApps:01-01-02 ruleset.

Withdraw the EmployeeInformation section in the Benefits Enrollment, Employee Evaluation, and Onboarding case types.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Copy the EmployeeInformation section record to the new context

Create a copy of the EmployeeInformation section in the TGB-HRApps-Work class to share between all the case types in the HRApps application.

  1. In the Onboarding case type, open the EmployeeInformation section.

    Section records are in the User Interface category. From the App Explorer, expand Onboarding > User Interface > Section.
  2. Save a copy of the EmployeeInformation section, and set the context of the record to the TGB-HRApps-Work class and the HRApps:01-01-02 ruleset.

2 Withdraw the EmployeeInformation section record in the Onboarding case type

Since the original version of the rule is in a locked ruleset, create a new version of the EmployeeInformation section in the Onboarding class. Then, withdraw the new version of the rule to prevent Pega from using the section in the Onboarding class. Withdrawing the new version prevents Pega from using the version of the rule in the locked ruleset, so Pega uses the version in the TGB-HRApps-Work class instead.

  1. Save another copy of the EmployeeInformation section record, and set the context of the record to the TGB-HRApps-Work-Onboarding class and the HRApps:01-01-02 ruleset.

    Because HRApps:01-01-01 is a locked ruleset, you need to save a copy of the EmployeeInformation section in the Onboarding case type and the HRApps:01-01-02 ruleset so you can change the availability to Withdrawn.
  2. Edit the availability of the EmployeeInformation record.

  3. Set the availability of the record to Withdrawn.

  4. Click OK to update the availability of the section.
  5. Click Save. The EmployeeInformation section record in TGB-HRApps-Work-Onboarding is now withdrawn.

3 Withdraw the EmployeeInformation section record in the Employee Evaluation and Benefits Enrollment case types

Create a new version of the EmployeeInformation section in the Employee Evaluation and Benefits Enrollment class. Then, withdraw the rules to prevent Pega from using the version of the section created for each case type and force Pega to use the version in the TGB-HRApps-Work class.

  1. Open the EmployeeInformation section in each of the case types.
  2. Save a copy of the record, set the context to the appropriate class, and add the record to the HRApps:01-01-02 ruleset.
  3. Set the availability of the section records to Withdrawn.
  4. Save your changes to withdraw the section.

4 Confirm your work

  1. Create a new Onboarding case.
  2. Complete the required fields in the Collect Employee Info step.
  3. Click Submit to advance the case to the Identify Home Office step.
  4. Use Live UI to select the dynamic layout embedded in the EmployeeInformation section.

  5. In the Live UI menu on the right, from the hierarchy, select the top-level EmployeeInformation section.
  6. Click the crosshairs icon to open the record in Dev Studio.

  7. Confirm the context of the EmployeeInformation section record is in the TGB-HRApps-Work class and the HRApps:01-01-02 ruleset.

  8. Advance the Onboarding case to the Benefits Enrollment stage, where the Benefits Enrollment child case is created or repeat the verification with a new Benefits Enrollment case. Advance the case to the Review Selections view to confirm the context of the EmployeeInformation section record is in the TGB-HRApps-Work class and the HRApps:01-01-02 ruleset.

  9. Create a new Employee Evaluation case and advance the case to the Identify assessment period view to confirm the context of the EmployeeInformation section record is in the TGB-HRApps-Work class and the HRApps:01-01-02 ruleset.

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